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Your claims back office in a box

Run the jobs. We'll run the office. One monthly fee covers the paperwork, the books, the phones and the claim files, so you don't have to hire, train and manage office staff.

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Who it's for

Restoration, mitigation and roofing contractors working insurance claims who are tired of chasing signatures, invoices and adjusters at 10 PM after a full day on site.

What we handle (by package)

Contracts and work authorizations

Sent to your customer and tracked until they're signed.

CRM kept current

Jobs, contacts and statuses updated so your pipeline is accurate.

QuickBooks or Xero kept up

Entries kept current and client invoices sent. Bookkeeping upkeep only; no tax or accounting advice.

Appointment scheduling and call follow-ups

Inspections and visits put on your calendar, and calls returned.

Xactimate estimates and supplements

Written from your photos and sketch, with line notes, the same work we do per file today.

Adjuster follow-ups through close-out

Packet submissions, follow-ups and payment tracking until the file is paid.

Daily activity report

One end-of-day summary so you know where every job stands.

You stay in control

Back-office emails go out under your company name, and you approve them before they're sent. Your data stays in your own accounts: your email, your CRM, your books. Nothing is shared with any other client.

Packages

Claims

Estimate Only: $225 per file. A complete Xactimate estimate with line notes and a list of open documentation items.

Estimate + Scope Approval: $125 per file + 2% commission. We write the estimate and work with the carrier to get the written scope of work approved, on behalf of our contractor and public adjuster clients. We don't interpret or argue coverage.

Or a flat monthly rate, priced case by case. Call for pricing. 90-day minimum.

  • Xactimate estimates and supplements
  • Adjuster follow-ups, packet submissions and payment tracking through close-out
  • Undisputed-funds requests when money the carrier already agreed to is sitting unpaid
  • Daily activity report

Office

$599/month

Office work only. Pair it with any Claims option.

  • Contracts and work authorizations sent and tracked until signed
  • CRM kept updated
  • QuickBooks or Xero kept up and client invoices sent

Full back office

$849/month

Office work and phones. Estimating and claim work are billed separately under Claims.

  • Everything in Office
  • Phone line included: a dedicated inbound line with 300 minutes per month, then $0.20 per minute
  • Payment follow-up on your unpaid invoices (your own customers)
  • Google review requests at job close

How the packages fit together: Claims covers the estimating and claim follow-up. Office and Full back office cover the office work and do not include Claims work. Pair Office or Full back office with any Claims option: per-file Claims ($225 per file, or $125 per file + 2% commission) or a flat monthly Claims package.

Setup: $300 one time for Office, $400 one time for Full back office (includes building your dedicated phone line), to connect your accounts and learn how your shop runs.

Add-ons

Bookkeeping is upkeep only; no tax or accounting advice. Just need estimates? Per-file Xactimate estimating is still available with no monthly plan.

Minimum term: 90 days on every package.

What you provide

The details

We take on a limited number of new accounts each month so setup gets done right.

How it starts

  1. Talk it through. Tell us how many claims you run and where the office work piles up.
  2. Setup. We connect to your email, CRM, books and job files.
  3. We take it from there. You get a daily report and approve your outgoing emails.

Want to see the kind of documentation we write? See real results.

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